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lead2car

Opportunity and Offer

The complete sales process – from a qualified lead through offer and order to vehicle handover. Interactive guides are available in each section below.

Opportunity overview

After qualifying a lead, an Opportunity is automatically created. The opportunity represents the complete sales process divided into phases:

  • Overview
  • Offer
  • Offer follow up
  • Contract & Order
  • Delivery
  • Handover & Final invoice
  • Follow up
Opportunity pipeline

Checklist

Each phase includes a Checklist with required tasks. Use the Open checklist button to view and complete them.

Open checklist button
  • Offer created and sent
  • Offer accepted
  • Proforma issued
  • Contract signed
Checklist
Important Checklist items must be completed before moving to the next phase.

Offer

In this phase, an offer is created for the customer.

  • New offer – configuration – for a vehicle into production
  • New offer – stock vehicle – for a vehicle already in stock
Offer creation Offer creation

Vehicle configuration

Configuration can be done directly in lead2car or using CPQ (if available).

Configuration without CPQ (main process)

Create configuration
  • Click Create configuration
  • Ensure CPQ Available = No
CPQ not available

Use buttons like Colors, Wheels and Interior to configure the vehicle.

Configuration tabs

Select equipment and accessories.

Equipment and accessories

After clicking Save, the configuration is applied and all values are recalculated.

Configuration with CPQ (optional)

CPQ configuration

Configuration is done externally and then transferred back to the offer.

New offer version

If changes are needed in the existing offer, a new version can be created.

  • Click New offer version in the ribbon
  • The system creates a copy of the current offer
  • You can then modify pricing, configuration, or other details

This allows you to update the offer without changing the original version and keep track of all changes.

New offer version

Discounts

Discount Discount detail

Discounts are applied directly and recalculated automatically.

Generating the offer document

  • Go to the Customer Approval section
  • Click Generate
Generate offer document Offer document

Select a template, generate the document, sign it and create a PDF.

Sending the offer

  • Check the email address
  • Select the format
  • Click Send offer via email
Send offer

Customer decision

  • Customer approved Next phase
  • Customer rejected Back to Offer
Customer decision

Contract & Order

After approval, create the vehicle order.

  • Verify data
  • Create order
  • Wait for production
Contract and order

Delivery

Schedule the vehicle handover.

Delivery schedule

Invoices are received from DMS and displayed for reference.

Invoice form

Handover & Final invoice

Complete the handover process:

  • Final inspection
  • Handover keys
  • Review checklist

Generate handover and warranty documents.

Generate handover protocol Handover protocol document

After completion, click Handover completed.

Handover completed

Internal order

Internal order is used for ordering vehicles for dealer stock without a specific customer.

Difference from the standard process There is no need to create a Lead. The Opportunity can be created directly.
Internal order button

Offer creation

The process of creating an offer and configuration is identical to the standard Opportunity flow.

  • Create vehicle configuration (CPQ or manual)
  • Create Offer
  • Generate and review the Offer
Internal offer

Internal approval

For stock orders, approval from the Head of the Dealership (Sales Manager) is required before continuing.

  • Click Internal Approval
  • A request is automatically created
  • The request is sent for approval
Internal approval

Only after approval can the order proceed further in the process. More information about approvals can be found in the Requests entity.

After approval

  • The Opportunity moves to the Contract & Order phase
  • The order can be created and processed further

Contract & Order

  • Verify all required data
  • Ensure contact details are complete
  • Click Create Order
Contract and order

Vehicle arrival and activation

Once the vehicle is delivered to the dealer, it must be activated in the system.

  • Wait for vehicle arrival (from DMS / production)
  • Open the Opportunity or Order
  • Activate the vehicle in the system
Vehicle activation

After activation, the opportunity will be closed.